China was already the largest OLED panel producer in 2023, manufacturing 51% of the world's OLED panels. Now it's actively increasing its capacity for OLED materials, for which China's market share in 2023 was 38%
Shares of South Korean electrical equipment makers are among the biggest winners in the country's stock market this year, driven by an anticipated surge in power demand from artificial intelligence and data centers in the US
After the Wall Street Journal reported that Samsung Electronics will double its investment in Taylor, Texas, the US Department of Commerce (DOC) announced granting US$6.6 billion of CHIPS Act funding to TSMC, higher than the US$5 billion previously reported by the media
The US Department of Justice recently said Apple CarPlay's phone-mirroring service shows the company's anticompetitive behavior over competitors. While automotive suppliers might disagree with the justice department, they also said CarPlay will likely lose traction
Operations at Taiwan-based PCB and OSAT companies have returned to normal after a 7.2-magnitude earthquake hit the island on April 3. As Taiwan becomes a critical IC production hub worldwide, industry players advocated forming a partnership with Japanese companies to mitigate risks caused by natural disasters.
In the past, Samsung Display (SDC) elected to focus on small and medium-sized panels to differentiate from LG Display (LGD), which produces large-size panels, and SDC was able to achieve success. However, the two companies' paths are now starting to "converge" in the OLED market. Nevertheless, their common "enemy" remains the Chinese manufacturers, as China is rapidly catching up with South Korea in the global OLED panel market
Chinese and South Korean battery manufacturers dominate LFP and ternary batteries for EVs and energy storage systems (ESS). However, as companies expand into foreign markets, the Chinese and South Korean governments are concerned that the overseas scale-up will pull domestic companies off the leaderboard
Ultium Cells, a battery joint venture between LG Energy Solution and General Motors, has started production at its second plant in Tennessee, the US. The first product has been delivered to customers and is expected to power the Cadillac Lyriq and other third-generation EVs
In the past, it was the chip that created the user's needs, but when hardware has little room to expand for running Artificial Intelligence (AI) models while the difference between each generation of chips gets smaller and smaller, it's the Operating System (OS) and applications that decide the winner in the AI PC, AI smartphone and AIoT era, said DIGITIMES Research analyst and project manager Joyce Chen
Samsung Electronics' advanced packaging business, Samsung Advanced Package Technology(AVP), has successfully garnered the attention of Nvidia by providing interposer and 2.5D packaging (I-Cube) solutions. Regarding industry speculation, Samsung has stated that it cannot comment on any rumors concerning its clients
Prices have dropped for nickel and lithium, key materials used in batteries for Electric Vehicles (EV), as growth in the EV market has slowed. Even as suppliers begin to reduce production, the oversupply of these minerals is expected to continue for some time
